WHY ONE ANALYST THINKS IT’S TIME TO SELL THE FAANGS — SOURCE: 07-20-18 – “Why One Analyst Thinks It’s Time To Sell The FAANGs” — While the FAANG stocks remain a favorite group for both institutional and retail investors, having been responsible for all the market gains in the first half of 2018, a new […]
SELDOM DOES THIS DEGREE OF BOND SHORTING TURN OUT WELL! — SOURCE: 07-20-18 – “Calm Before The Storm? Treasury ‘Risk’ Hits 45-Year Low As Shorts Hit Record Highs” — Having killed the Japanese bond market, some are wondering if central bank interference has finally slayed the US Treasury market, as its numbness to news suggests […]
POSSIBLE SUCCESSOR TO JPM’S DIMON WARNS: “ECB BOND BUYING CREATES ZOMBIE CORPORATIONS” — SOURCE: 07-18-18 Bloomberg – “ECB Bond-Buying Creates Zombie Companies, Possible Successor to Dimon Warns” — Mary Callahan Erdoes Photographer: Simon Dawson/Bloomberg The European Central Bank’s bond-buying program has created a “dangerous” environment for investors by masking risks in the market for corporate […]
THE FIVE PILLARS OF DEBT DEFAULT STARTS WITH GLOBAL CORPORATIONS’ FOREIGN DENOMINATED DEBT –SOURCE: 07-16-18 Gold, Goats & Guns, Tom Luongo – “The Five Pillars Of The Looming Debt Default” — Regular readers of Gold Goats ‘n Guns know that I’ve been handicapping a major sovereign debt default to begin here in 2018 or early 2019. But, what […]
